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Morningstar

Goldman Sachs Small Cap Eq Insghts C GCSCX

Morningstar Medalist Rating
Medalist Rating as of | See Goldman Sachs Investment Hub
  • NAV / 1-Day Return 17.20  /  1.00 %
  • Total Assets 346.4 Mil
  • Adj. Expense Ratio
    1.970%
  • Expense Ratio 1.970%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 155%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 12:24 AM GMT+0

Morningstar’s Analysis GCSCX

Will GCSCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GCSCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the GCSCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of GCSCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in Goldman Sachs Small Cap Eq Insghts C's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings GCSCX

More GCSCX Holdings
  • Current Portfolio Date
  • Equity Holdings 462
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 8.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Wingstop Inc

0.87
3,335,834
Consumer Cyclical

e.l.f. Beauty Inc

0.84
3,210,053
Consumer Defensive

Crocs Inc

0.84
3,209,979
Consumer Cyclical

Mueller Industries Inc

0.83
3,180,871
Industrials

Simpson Manufacturing Co Inc

0.83
3,178,209
Basic Materials

Comfort Systems USA Inc

0.81
3,106,851
Industrials

Medpace Holdings Inc

0.80
3,063,943
Healthcare

Exponent Inc

0.79
3,033,968
Industrials

Goosehead Insurance Inc Class A

0.75
2,853,610
Financial Services

Atkore Inc

0.74
2,845,583
Industrials